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VestGen Advisors’s UnitedHealth UNH Stock Holding History

VestGen Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.05M Buy
12,741
+1,720
+16% +$512K 0.13% 136
2025
Q4 		$3.64M Sell
11,021
-8,821
-44% -$2.99M 0.15% 141
2025
Q3 		$6.85M Buy
19,842
+11,254
+131% +$3.4M 0.23% 99
2025
Q2 		$2.6M Sell
8,588
-7,159
-45% -$2.74M 0.1% 184
2025
Q1 		$8.25M Buy
+15,747
New +$8.05M 0.38% 59

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VestGen Advisors's UNH Position: Q1 2026 in Review

VestGen Advisors increased its UnitedHealth (UNH) stake by 16% in Q1 2026, buying an estimated $512K and bringing the position to 12,741 shares worth $5.05M. The position accounts for 0.13% of the portfolio, ranked #136.

VestGen Advisors first reported a position in UNH in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.25M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • VestGen Advisors held 12,741 shares of UnitedHealth worth $5.05M as of Q1 2026.
  • VestGen Advisors bought 1,720 UnitedHealth shares in Q1 2026, an estimated $512K.
  • UnitedHealth made up 0.13% of VestGen Advisors's portfolio in Q1 2026, its #136 holding.
  • VestGen Advisors first reported a position in UnitedHealth in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's UnitedHealth position peaked at $8.25M in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.